Automation

Save Clicks in Zoho CRM using simple workflows

Save Clicks in Zoho CRM using simple workflows. CRM works the best when automation reduces the click work required to get something done. In addition, it ensures the correct process is followed, even when users forget to change something. We had a requirement for this recently. We had opportunities that had a closing date of next month,… Continue reading Save Clicks in Zoho CRM using simple workflows

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Hari Iyer | SyncEzy

CEO
November 7, 2019
Automate your Business Processes and save time with Zoho Workflows and Custom Functions

Automate your Business Processes and save time with Zoho Workflows and Custom Functions

Do you spend a lot of time doing manual data entry? Perhaps you’re manually creating an invoice by looking at your Opportunity field by field. Or are you spending time manually associating your Accounts with your Contacts? You are probably a busy person and busy people need to maximise their time efficiency. Why put so… Continue reading Automate your Business Processes and save time with Zoho Workflows and Custom Functions

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Hari Iyer | SyncEzy

CEO
August 27, 2019
5 Reasons to Use Zoho CRM Plus with simPRO for Better Sales Management

5 Reasons to Use Zoho CRM Plus with simPRO for Better Sales Management

Take your Sales Management to the next level by integrating your simPRO software with Zoho CRM Plus.  Connect with your leads and your customers easily and send your conversion rates through the roof! #1 Unmatched Visibility into Opportunities When simPRO in integrated with Zoho CRM, every simPRO quote is reflected in Zoho as an Opportunity,… Continue reading 5 Reasons to Use Zoho CRM Plus with simPRO for Better Sales Management

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Hari Iyer | SyncEzy

CEO
May 14, 2019
SyncEzy now listed as Pro Advisor on TSheets

SyncEzy now listed as Pro Advisor on TSheets

SyncEzy now listed as Pro Advisor on TSheets, The first and only company in Australia to achieve this honour.It’s a pleasure to work with the TSheets team because they care about customers and this hasn’t changed one bit since they being acquired by Quickbooks. Super Excited to announce that Myself and Amelia are now recognized… Continue reading SyncEzy now listed as Pro Advisor on TSheets

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Hari Iyer | SyncEzy

CEO
November 10, 2018
Asana to QuickBooks Time Integration listed on the QuickBooks Time Marketplace !

Asana to QuickBooks Time Integration listed on the QuickBooks Time Marketplace !

Check SyncEzy outon the QuickBooks Time website. After months of development we are extremely proud to announce that we are now listed on the QuickBooks Time Marketplace as an official ASANA integration. This integration and the listing is the result of months of effort from our development team and working closely with the support teams… Continue reading Asana to QuickBooks Time Integration listed on the QuickBooks Time Marketplace !

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Hari Iyer | SyncEzy

CEO
August 19, 2018
How to get more referrals

How to get more referrals

Turn your happy customers into raving fans! It doesn’t need to be a huge task to get more referrals from your existing customers. Using the Syncezy simPRO – Infusionsoft integration you can make sure your are wowing your existing customers and automating the process of gathering new customers via referral. The key to a referral… Continue reading How to get more referrals

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Hari Iyer | SyncEzy

CEO
April 30, 2018
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